About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Walsh Financial Solutions Ltd.
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Languages spoken: English
Phone: (437) 988-5005
Email: greg.walsh@sunlife.com
Address: 739 D'Arcy Street, Suite 301,, Cobourg, ON, K9A 0H6 Canada
Greg Walsh
As a lifelong entrepreneur, business owner, father and someone who has lived abroad for several years, I have a broad array of life experience. I also understand the challenges that many face whether they are a business owner or a family. Developing financial plans, no matter how simple or complex, is what motivates me. I know I’m helping each and every Client with each plan I build for them.
I'm proud of my CFP® and CLU® designations. I’ve combined my education and life experience to create a simplified process that helps Clients feel good about their future.
When I’m not working, I enjoy spending time with my amazing wife and our two kids. I’m an avid golfer and Blue Jays fan.
Danielle Zacchigna
As the Executive Assistant, I focus on putting Client’s best interests first. My goal is to make sure Clients don’t have to worry about their financial future. When working with me, you’ll notice my experience and dedication to customer service.
Job Title: Advisor Assistant, Sun Life | Executive Assistant for Walsh Financial Solutions Ltd.
Phone: (437) 988-5005
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